The firm specialized in alternative assets iCapital announced the launch of its first model portfolio available to investors in Latin America. This is the iCapital International Balanced Model Portfolio, to which two additional income- and growth-based solutions will be added in the coming months.
“iCapital’s model portfolios offer an innovative solution that complements traditional asset allocation frameworks. These portfolios simplify access to alternative investments through a single digital subscription workflow. Integrated with iCapital’s multi-investment workflow tool, they enable efficient and simultaneous processing of multiple investments, supporting a holistic approach to portfolio construction,” the company announced in a statement.
The portfolio offers three models designed to achieve specific portfolio outcomes: the balanced portfolio seeks enhanced total return with reduced volatility, the income portfolio seeks stable and attractive return, and the growth portfolio focuses on long-term wealth accumulation. Advisors can also leverage Architect, iCapital’s proprietary portfolio analysis tool, to better assess the impact of adding alternatives to traditional investments.
“iCapital’s model portfolios were created to meet the growing need among financial advisors to intelligently incorporate alternative investments and align with a broader asset allocation framework,” said Kunal Shah, managing director and head of private asset research and model portfolios at iCapital.
“This launch marks a key milestone in the expansion of iCapital’s global offering, enabling wealth managers around the world to build diversified portfolios efficiently,” said Wes Sturdevant, head of international client solutions for the Americas at iCapital.
“Model-based solutions are essential for the successful adoption of private markets, and this launch brings us closer to our goal of making them more accessible,” he added.
iCapital is a fintech founded in 2013 and headquartered in New York that operates a global platform to facilitate access to alternative investments (private equity, real estate, private credit, etc.) for financial advisors, wealth managers, and high-net-worth clients, simplifying processes, compliance, due diligence, transactions, and reporting.
It manages more than $200 billion in assets on its platform. More than 104,000 financial professionals have executed transactions on its platform over the past 12 months. The firm provides access to more than 1,630 funds offered by over 600 asset managers. iCapital has offices in multiple cities worldwide, including New York, London, Zurich, Lisbon, Singapore, Hong Kong, Tokyo, and Toronto, and is expanding into Australia and the Middle East.
By Funds Society, Madrid